Who Owns ISHARES (SUSL)? -- Institutional Holders (2026-06-30)

208 institutions reported holding $777.7M of ISHARES (SUSL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of Italy ($117.9M), MERCER GLOBAL ADVISORS INC /ADV ($90.5M), FMR LLC ($64.4M), JPMORGAN CHASE & CO ($55.7M), Royal Bank of Canada ($50.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bank of Italy$117.9M887,779Hold
2MERCER GLOBAL ADVISORS INC /ADV$90.5M681,991Trimmed
3FMR LLC$64.4M485,256Added
4JPMORGAN CHASE & CO$55.7M422,643Trimmed
5Royal Bank of Canada$50.6M381,495Added
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.6M201,362Trimmed
7Creative Planning$26.4M198,802Trimmed
8Allworth Financial LP$25.7M193,400Added
9Ellevest, Inc.$21.7M163,219Added
10Pathstone Holdings, LLC$19.3M145,170Added
11CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$11.5M86,464Added
12Trilogy Capital Inc.$10.7M80,901Added
13Sanctuary Advisors, LLC$10.5M78,919Trimmed
14OneDigital Investment Advisors LLC$10.3M77,823Added
15Robertson Stephens Wealth Management, LLC$10.3M77,743Trimmed
16Xena Financial Planning, LLC$9.3M70,355Added
17BANK OF AMERICA CORP /DE/$8.6M64,884Added
18One Wealth Advisors, LLC$8.2M61,596Trimmed
19SK Wealth Management, LLC$6.8M49,426Trimmed
20Quantinno Capital Management LP$6.7M50,170Added
21BLUESTEM FINANCIAL ADVISORS, LLC$6.7M50,128Added
22COMMONWEALTH EQUITY SERVICES, LLC$6.5M48,949Trimmed
23W ADVISORS, LLC$6.3M47,110Trimmed
24GeoWealth Management, LLC$5.8M43,947Trimmed
25JANE STREET GROUP, LLC$5.6M42,467Added

Source: SEC Form 13F filings · as of 2026-06-30